In last of a six part series on the Medicaid Look-Back Rule and Transfer Penalties, Wes Coulson discusses strategies for transfer penalties. Strategies for Transfer Penalties Transcript: Hi, I’m Wes Coulson and this is your Elder Law Minute. This is the last in our six part series on the Medicaid Look-Back Rule and the Transfer Penalty […]
Gifts and the Five-Year Look Back
In this fifth of a six part series on the Medicaid Look-Back Rule and Transfer Penalties, Wes Coulson discusses Gifts and the Five-Year Look Back and answers the question: If you’ve made gifts within five years, do you have to wait out the five years before applying for Medicaid? The answer may surprise you. Gifts […]
Look-Back Rule and Delay in Eligibility
In this fourth of a six part series on the Medicaid Look-Back Rule and Transfer Penalties, Wes Coulson discusses the Look-Back rule and how the delay in eligibility is determined when gifts are made. Look-Back Rule and Delay in Eligibility Transcript: Hi, I’m Wes Coulson and this your elder law minute. This is the fourth in […]
Will transferring assets between spouses cause a Medicaid Transfer Penalty?
In this third of a six part series on the Medicaid Look-Back Rule and Transfer Penalties, Wes Coulson discusses transferring assets between spouses and whether, or not, they will cause a Medicaid transfer penalty. Will transferring assets between spouses cause a Medicaid Transfer Penalty? Transcript: Hi, I’m Wes Coulson and this is your Elder Law Minute. This is […]
Withdrawals from Joint Accounts: Are they subject to transfer penalties?
In this second of a six part series on the Medicaid Look-Back Rule and Transfer Penalties Series, Wes Coulson discusses withdrawals from joint accounts and whether, or not, they are subject to Medicaid transfer penalties. Withdrawals from Joint Accounts: Are they subject to transfer penalties? Transcript: Hi I’m Wes Coulson and this is your Elder Law […]